CAPTRUST Financial Advisors
CHIX

CAPTRUST Financial Advisors’s Global X MSCI China Financials ETF CHIX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CHIX Stock Details CHIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-235
Closed -$3K – 197
2014
Q1 		$3K Hold
235
– – ﹤0.01% 177
2013
Q4 		$3K Hold
235
– – ﹤0.01% 188
2013
Q3 		$3K Buy
+235
New +$2.9K ﹤0.01% 160

Other funds holding CHIX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors's CHIX Position: Q2 2014 in Review

CAPTRUST Financial Advisors sold out of Global X MSCI China Financials ETF (CHIX) in Q2 2014, closing a stake of 235 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in CHIX in Q3 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 10 funds tracked by Wall St. Rank hold CHIX as of Q2 2014.

  • CAPTRUST Financial Advisors reported no remaining Global X MSCI China Financials ETF position as of Q2 2014 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 235 Global X MSCI China Financials ETF shares in Q2 2014, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in Global X MSCI China Financials ETF in Q3 2013 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Global X MSCI China Financials ETF position peaked at $3K in Q1 2014.
  • 10 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q2 2014.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.